User Manual - eConnect and ION Messaging Service- V20.1.0

eConnect bnner

Table of contents

GENERAL INFORMATION

System Overview

LeanSwift eConnect for Infor M3 provides a powerful, seamless integration between Magento and Infor M3 ERP. The product consists of a base Magento extension that extends standard Magento functionality and offers several transactions to ensure your eCommerce websites contain up-to-date information from your M3 ERP. There exist a number of optional add-on extensions too for additional functionality

LeanSwift eConnect for Infor M3 is available for Magento Open Source and Magento Commerce and for Infor M3 version 7.x and above. It is also compatible with multi-tenant cloud editions of Infor M3 (Cloudsuite).

LeanSwift eConnect for Infor M3 employs a layered architecture to allow flexibility in supporting different versions of Magento and Infor M3 and to allow independent upgrades.

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New in This verison

Architecture with eConnect Base

With 20.1.0, the part of eConnect functionality dealing with connectivity to eLink and Infor OS and data processing has been moved out of eConnect extension into a new extension named eConnect-base.

From 20.1.0 onward, eConnect will require the eConnect-base extension to function. eConnect 20.1.0 is compatible with eConnect-base 2.0.0.

Architecture with elink

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eConnect-base v2.0.0

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Transactions

eConnect 20.1.0 includes the following set of standard transactions like its previous versions:

These transactions can, if necessary, be modified and new transactions can be added to fulfill specific customer requirements.

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User Interface

During setup, the Magento Admin panel is used to configure which transactions should be used and how they should function.There is also additional background configuration within the Connector.

Validated versions

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Points of Contact

This document and the software it describes are provided by LeanSwift Solutions Inc. For additional information regarding support, licensing, functionality etc. please contact LeanSwift Solutions Inc. via contact form at http://www.leanswift.comor email info@leanswift.com

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Organization of the Manual

This manual is not intended to cover any standard Magento functionality or user experience. The Magento user experience is customized and slightly different in each eCommerce implementation, though the general workflow is similar.

This manual describes the configuration of LeanSwift eConnect for Infor M3 with ION. For a detailed description of the standard transactions, please refer to Part II of the User Manual - LeanSwift eConnect for M3 20.1.0.

Section 2 in this manual includes the configuration required within LeanSwift eConnect Magento extension via the Magento Admin panel.

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Acronyms and Abbreviations

CONFIGURATION

Magento Configuration

To support the use of LeanSwift eConnect for Infor M3, configuration is required within Magento, in LeanSwift eLink, in ION and also within the M3 ERP system. This section covers the configuration within Magento.

Log in to Magento Admin Panel using the URL provided to you and the applicable user credentials.

Magento

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System Menu

Configuration

Configuration

Also pay attention to which configuration scope you're working under.

Configuration-scope

For further information about Configuration scope in Magento, please refer to the following article:

http://www.magentocommerce.com/knowledge-base/entry/understanding-store-scopes

Configuration/LeanSwift

Navigate to the LeanSwift Solutions sub-menu down in the left-hand side configuration menu.

Here, there will be several sections under the LeanSwift sub-menu.

Configuration-scope

Configuration/LeanSwift/eConnect

The eConnect-ION section contains the vast majority of the settings for base eConnect, and the details of each group is covered in the following sections of this document.

The following sections are included in the eConnect configuration:

Configuration-scope

New in this version

eConnect-base

The eConnect-base section contains settings to connect with eLink/ION/M3, some of which were earlier a part of the eConnect-General and Basic data configuration section.

eConnect-base has 2 sections

Configuration-scope

Import History

Whenever an initial load API(EVS002MI/Initiate) call gets triggered, that request and response information will be displayed in this grid. This API triggers the Show BODs. Entity Name can be customer, address, order, shipment, invoice, product, inventory, atp. To trigger the Initial load BOD, we pass Entity Name, From Date, To Date, No. of Actions, Search Query as input and the result will be the Job ID.

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Connectivity

The Connectivity section of eConnect-base has the following configurations.

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Service Configuration

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M3 Connection Protocol

Provides a choice for the admin to choose between Leanswift eLink/ION version of eConnect. There are 2 options, Leanswift eLink and ION. eConnect uses the configuration based on the option chosen.

API Service URL

This is the service URL to connect to Infor ION

E-mail

All the errors will be sent to the email configured here

Error email template

Email template chosen based on theme fallback when “Default” option is selected

Debug/log data

This is to log data to check request and response data, specially when developing

Basic Data Configuration (M3 connection protocol - ION)

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Company

The default company within M3. Setting can be defined on Default or Store level.

Division

The default division within M3. Setting can be defined on Default or Store level.

Authentication

The Authentication group contains the settings related to the web service authentication using the OAuth2.0 standard that eConnect employs.

This section is configured by LeanSwift during product installation.

Authentication (M3 connection protocol - ION)

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To ensure the security of eConnect, OAuth2.0 is always enabled by default.

The M3 User is the user with which we connect to ION APIs

We have a 'Test connection' button to verify if connection is up.

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eConnect-General

The General section contains a number of basic settings that are generic for this instance of eConnect.

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General Configuration

Enable Config log

This is to log Config data during data feed from consumers

Use M3 order history

This parameter refers to the retrieval of order history from M3 from Magento front-end.

Select "Yes" to retrieve the order history from the ERP system in real-time when the user selects Order History in My Account. This will make order history seamless between Magento and the ERP and any order changes in the back-end ERP will be displayed in Magento instantly.

Select "No" to only use the order history from Magento when the user selects Order History in My Account.

Display Invoice

Set this option to 'Yes' in order to retrieve Invoice history details from M3. Please note that this does not apply to the B2C configuration when a single customer# in M3 is used for all orders.

In this case, the invoice history from Magento is always displayed by default.

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eConnect-ION

Basic Data Configuration

The Basic Data Configuration section of the configuration contains a number of key settings needed for the various transactions within LeanSwift eConnect.

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Facility

The default facility within M3. Setting can be defined on Default or Store level.

Warehouse

The default facility within M3. Setting can be defined on Default or Store level. This setting is currently used as input to all transactions except the Order Entry.

Price Code

This refers to the Price List within M3 from which the list price/MSRP/Retail price is synchronized for a site. This setting is optional and can be left blank. Also note that if prices for a site should be synchronized, the 'Price' attribute must also be included as part of the mapping within the 'Production Synchronization' setup that's covered later in this manual.

Currency code

Only required if 'Price code' is filled in and is then used to ensure the right price list in M3 is used for price synchronization.

Order Type

The default order type to use for Order creation. This setting can be managed on a Default or Website level.

Document Class

The default document class is Co02. It is the class used while sending Order comments to M3

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Shipping Method

This section manages the mapping between the Shipping methods that have been enabled within Magento (_Leanswift > eConnect-ION Configuration > Sales > Shipping Methods) and the Delivery method and term within M3.

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To add an additional mapping entry, simply press the 'Add' button, and select the Magento Shipping Method value to map

Then, in the right two columns (M3 Delivery Method & M3 Delivery Term) – key in the M3 values to which the Shipping method should be mapped:

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Following this, remember to save the configuration by pressing 'Save Config' at the top of the page.

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Manual Sync Configuration

Maximum number of records that can be selected at a time for manual sync can be configured here. There are separate configurations to set limit for Product, Customer and Order modules.

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There is a maximum limit of 200 beyond which manual sync cannot be done.

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Customer General Configuration

customer config

This section now contains the key parameters for how to handle customer creation, both for a B2B and a B2C site.

NOTE! The 'Customer Template ID' field has dual function depending on whether the Customer Registration feature is used or not. For a single site, these features are mutually exclusive in that one is intended for B2B- and the other for B2C use.

Enable Registration

This feature is intended for a B2B setup where new customers are allowed to register themselves on the front-end.

enable reg

If Enable Registration is set to ‘Yes’, eConnect will remove the Create New Customer parameter as this indicates the site being configured is a B2B site where every customer always exists already when an order is place.

When Enable Registration is set to ‘Yes’, this indicates that as new customers register from the Magento front-end [customer registration extension not supplied as part of eConnect], a customer record is added in Magento – and a customer in a preliminary status (status 10) is created within M3.

A manual process is assumed within M3, where a Customer service/Accounting responsible would review these preliminary customers (credit checks etc.) – and if they are approved as a new customer the status in M3 is manually changed to active (20). While the customer status in M3 is preliminary (10), the customer in question can’t place an order within Magento (eConnect performs a real-time check against M3 during the checkout process to validate the customer status). Products can be added to cart and the cart saved, but the checkout process can’t be completed.

Setting Enable Registration to ‘No’ disables the registration feature completely, which then in turn enables the Create New Customer parameter:

Create New Customer

This parameter is intended to be used for B2C sites where a choice needs to be made whether individual customers should exist in M3 for each consumer, or if a single “common” customer should be used for all consumer orders received from Magento.

create new customer

If Create New Customer is set to 'Yes', the customer number specified in Customer Template ID will be used to create a new customer number within M3 for each order being placed. If a registered user is signed in, and as such already has a Magento customer# - a verification is always first performed to see whether there’s a value on External Customer # or not. If there is – no new customer# will be created in M3.

If Create New Customer is set to 'No', then the same Customer# is used for each order created within M3. This customer number is then defined in the Common Customer ID field.

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Product Addition/ Synchronization

There exists functionality to conveniently map your M3 items to your Magento webshop. _Leanswift > econnect-ION > Configuration > Product Addition/Synchronization In the current version, simple and configurable products are supported using this process, for all other product types, the default Magento process of importing via CSV is in place.

You can control the Product sync in website level by choosing Yes/No option in the Enable field. Each of the features, addition of new items, and syncing of existing can be controlled independently of each other.

Set Enable to Yes to enable this feature.

Apart from this, Addition and Sync can be turned on/off individually.

The Dropdown attributes that need to be synced can be added in the Dropdown attributes field. Multiple values can be selected.

Batch size and Sync from Date features are removed in this version as sync happens instantly unlike in the eLink version which requires a cron to be triggered.

The New product status should be set to No to ensure the products do not appear in the webshop and set to Yes to appear.

'Style SKUs as Configurable Products' can be set to Yes if we want style items and can be set to No to save them as simple items

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Product attribute mapping

In order to ensure that the solution can deal with the flexibility and complexity of M3, the configuration allows you to specify what values from M3 should be mapped to the attributes which you have defined in magento. A Default field is provided to map a default value to any of the M3 fields.

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Product Addition conditions:

As the most common scenario faced is that your M3 instance will contain far more items than you wish to have available in your webshop, eConnect comes with the ability to provide configurable criteria for selecting which items to include from M3.

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In Addition to this, we also have the option to choose if it is 'Any/All' of all conditions.

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The main product tables are MITMAS, MITBAL and MITFAC.

Product Synchronization - Item Disabling

Configuration is provided to Enable or Disable the products in Magento.

Set yes to Disable the product status and map the required conditions.

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Product Synchronization - AttributeSet Mapping

Magento uses the concept of attributes sets which allows products with similar features to be grouped and share a common set of attributes. Shoes for example would maybe need different attributes than the rental heavy equipment item. In order to ensure that items are imported and synced to Magento using the correct set of attributes, configuration is provided to assist in defining what M3 values indicate the product attribute set which the item will belong to.

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Similar to category mapping, a feature has been provided to define the behavior for attribute sets which have changed or those which do have a matching M3 value as has been defined.

To enable this feature 'Change AttributeSet for existing products'is set to Yes

Product Synchronization - Category Mapping

When items are imported into Magento, they will need to have at least one product category to which they will be associated with. When this information is available in M3, this can be used to avoid duplication of record maintained.

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The category mapping is flexible enough to allow for more than one field in M3 to define which category it should belong to in Magento. The first step is to define the order and which fields in M3 will indicate category. The M3 Category source value should be entered in one continuous string.

Once the source is entered, Items get created into magento and the categories are created based on Source.

The first source value acts as a Parent and the rest of the source value forms sub-categories.

Once Category source is defined, any changes can cause abnormality in the behavior of product Addition/sync.In addition, a default category can be used for values which are missing values in the fields which have been defined for category mapping.

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Customer Addition/ Synchronization

Customer Addition/Synchronizationcontains all settings related to fetching Customers from M3 and synchronizing Customer data. In this version, the following limitations apply:

Addition

Synchronization

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Enable

This setting provides the option to enable/disable the Customer Addition/Sync on website level.

Enable Customer sync

This setting provides the option to enable/disable the Customer Sync on website level.

Enable Customer Addition

This setting provides the option to enable/disable the Customer Addition on website level.

Customer Group Id

This setting provides the option to choose the group from which customers from M3 needs to be imported.

New Account Email Notification

This field sends a mail confirmation to the newly added customer when set to yes. The mail will have a 'Confirm Account' option. When clicked on that, user will get redirected to frontend page

Customer Master Mapping

This section allows for mapping of additional Customer related fields within Magento to Customer master fields in M3. The mapping works exactly the same way as for the previous two sections. Customer's Order type, Facility and Division can also be synchronized. When a customer has this data synchronized, this detail gets picked over the basic data while order is getting placed

Customer Address Mapping

This section controls how the Billing and Shipping Address for the customer in Magento is to be created based on the address details in M3.

The mapping is done in the same way as for Shipping methods and Product Sync for example. The Magento address attribute to map is selected from the drop-down list in the 'Magento Attribute' column. The M3 attribute this should be mapped to is then selected from the drop- down list in the 'M3 Attribute' column.

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Sales

The 'Sales' section contains three key settings related to the sales order process from Magento to M3.

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Enable order comments

If set to 'Yes', this enables sending header-level comments [entered in the last step of the Checkout process] for the entire order to M3.

Allow Item Price

If set to 'Yes', this enables sending Price for the order to M3.

Capture Payment Online

This option set to 'Yes' will during Invoice creation in Magento [as part of the synchronization when the invoice details from M3 are used to create the Magento invoice] also invoke the 'Capture' transaction from Magento for credit card orders. If this option is set to 'No', it's assumed that capture of funds via whatever payment gateway is used within Magento is handled manually via a separate process.

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Order Charges

The Order Charges group contains the settings related to how various additional charges within Magento, such as Tax- & Shipping (freight) should be handled by eConnect.

Tax Transfer & Tax Charge code: If Tax Transferis set to 'No', then dynamically the Tax Chargefield is not displayed as it doesn't apply:

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When Tax Transfer is set to 'Yes', the Tax Charge field is visible:

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The drop-down for Tax Charge code provides dynamic values from M3 to enable an easy selection and reduce the risk for erroneous entry:

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Shipping/Freight Fee Charge Type

This setting provides the option to determine whether to in M3 handle the Shipping fee from Magento as a Non-stock item or an order header charge.

There exists an option to enable/disable, with which one can control whether to send the shipping charge to M3 or not,the parameter offers the user a simple selection between the two options:

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Depending on the selection, the following setting is dynamically adjusted. When 'Non-stock item' is selected as in the screen shot above, the user can select Shipping/Freight Fee Item Number in the field below. The selection is also here dynamic against M3 so that it provides the user with a simple drop-down of applicable items from M3.

If 'Charges' is selected, the following field provides selection of 'Shipping/Freight Fee Charge Code', and also in this case the list of available Charge ID's is dynamically retrieved from M3:

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Gift Wrap Transfer

The Gift Wrap Transfer parameter controls whether or not to transfer Gift Wrapping related information from Magento. This information includes:

If Gift Wrap Transfer is set to 'No' – no information related to Gift Wrapping will be transferred from Magento to M3.

If Gift Wrap Transfer is set to 'Yes' – all of the above-mentioned information can be transferred (depending on what's been configured and is in use within Magento).

Setting the parameter to 'Yes', will also in this case dynamically open up a number of additional fields on the screen:

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The Gift Wrap Charge Type parameter controls whether the Gift Wrapping related costs in Magento should be transferred over to M3 as Charges (Order- and/or Line) or Non-stock items.

As in the previous screen shot – if Gift Wrap Charge Type is set to 'Non-stock items' – the user is presented with selecting a non-stock item to use for (i) Order level gift wrapping charges and

(ii) Line level gift wrapping charges. These two non-stock items don't have to be different – they can both use the same M3 non-stock item value.

If instead the Gift Wrap Charge Type parameter is set to 'Charges' – the following two parameters are dynamically adjusted to Gift Wrap Order Charge Code & Gift Wrap Line Charge Code , offering a selection of Order-level and Line-level charge codes in M3 to handle Order-level Gift wrapping costs and Line-level Gift Wrapping costs.

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Payments

The Payments group contains the configuration related to credit-card integration, payment terms & methods mapping, invoice fees etc.

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Re-authorization Amount (Credit Cards)

Single-authorization is used by eConnect, i.e. the credit card authorization created by Magento is transferred over to M3 without the need to re-authorize. This parameter will be removed.

Payment Provider

The mapping within this setup provides the link between Magento Payment Method values and Payment Terms & Payment Method values in M3. In the case of the mapping for the Credit Card Payment Method, the 'M3 Credit Card Provider' value also provides direct input to the order creation process.

Invoice Fee Charge Type

Invoice fees that can be imposed by certain payment providers can via this setting be handled two different ways in M3 – either as a non-stock item or as a [order header] charge.

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The selection made on this parameter will control which of the two values 'Invoice Fee Charge Code' or 'Invoice Fee Charge Item no' in the mapping below that will be used

Invoice Fees

This section is used if any Payment provider imposes some kind of transaction fee that needs to be represented on the order in M3. One example of this is the Swedish payment provider Klarna, that imposes a fee of about 25 SEK on each purchase when their service is used.

The fee corresponding to the value entered in the 'Invoice Fee Amount' column is added to the order either as a header charge or as a non-stock item depending on the previous settings.

In the example here, a fee of $2.00 would be added to each order as a non-stock item when the Credit Card payment option is used.

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Price Synchronization

The Price Synchronization settings have been added to provide an option to enable or disable the real-time customer/item specific price call, as well as provide an option to increase site performance when needed.

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Enable

Setting this parameter to 'Yes' enables the Customer special price to be updated in magento when there is a change in M3 price table. Setting to No will not update any changes in magento.

When his setting is turned On, Customer special price is displayed in frontend when the customer places the order.

Enable in Admin

Setting this parameter to 'Yes' enables the Customer special price to be updated in magento when there is a change in M3 price table. Setting to No will not update any changes in magento.

When his setting is turned On, Customer special price is displayed in the backend when customer places the order.

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Inventory Synchronization

This setting provides an option for which stock to invoke when stock is updated in M3.

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ERP Inventory Attribute Allows admin to choose between On-Hand/Available Inventory/Allocatable Net.

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Initial Load/ Import

This feature enables to import the data from M3.

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Each of this section has a set of fields that allows to choose date range and conditions for the data to be imported.

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BOD Mapping

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Bod Mapping can be used when we need additional M3 attributes( which are not available in standard BODs ) to save Magento attributes. This option can be given to save the custom attribute or override the existing attribute value with Xpath from BOD

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Cron Settings

This section contains the basic setup for how often the LeanSwift specific background (cron) jobs should run. The actual configuration of the job in the screenshot below is not representative of a normal customer installation.

The setup will vary from customer to customer depending on a number of factors such as basic data volumes, ordering processes etc.

This section should always be reviewed within the project, and with the help of the LeanSwift Services team be adjusted to best fit each customer's environment.

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Version Info

This last section provides information related to the version of the LeanSwift Magento extension that's installed.

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Magento Standard Functionality

The ERP connector does not override or impact any other functionality in Magento. Configure Magento using the Magento admin panel as required.

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Exit System

Log out from Magento admin using the link at the top right.

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